Adage Capital Partners’s NewAmsterdam Pharma NAMS Stock Holding History

Adage Capital Partners’s Portfolio NAMS Stock Details NAMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$35.4M	Sell	1,106,631 -300,000	-21%	-$9.77M	0.05%	323
2025 Q4	$49.3M	Sell	1,406,631 -1,170,000	-45%	-$42.6M	0.07%	259
2025 Q3	$73.3M	Sell	2,576,631 -436,378	-14%	-$10.5M	0.12%	169
2025 Q2	$54.6M	Buy	3,013,009 +1,062,359	+54%	+$19.4M	0.09%	219
2025 Q1	$39.9M	Buy	1,950,650 +900,650	+86%	+$20M	0.07%	270
2024 Q4	$27M	Sell	1,050,000 -330,000	-24%	-$7.01M	0.05%	359
2024 Q3	$22.9M	Sell	1,380,000 -150,000	-10%	-$2.6M	0.04%	421
2024 Q2	$29.4M	Sell	1,530,000 -294,601	-16%	-$5.91M	0.05%	341
2024 Q1	$43.2M	Buy	1,824,601 +524,601	+40%	+$10.6M	0.08%	257
2023 Q4	$14.5M	Buy	1,300,000 +100,000	+8%	+$916K	0.03%	516
2023 Q3	$11.1M	Hold	1,200,000	–	–	0.03%	539
2023 Q2	$14.3M	Buy	+1,200,000	New	+$15.9M	0.03%	494

Other funds holding NAMS

FLSM

Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

FIS

FCPM III Services Naarden, Netherlands $722M AUM 73.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BCLSI

Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

DFO

Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return

Adage Capital Partners's NAMS Position: Q1 2026 in Review

Adage Capital Partners reduced its NewAmsterdam Pharma (NAMS) stake by 21% in Q1 2026, selling an estimated $9.77M and leaving 1,106,631 shares worth $35.4M. The position accounts for 0.05% of the portfolio, ranked #323.

Adage Capital Partners first reported a position in NAMS in Q2 2023 and has held it in 12 quarters since. The position peaked at $73.3M in Q3 2025. 170 funds tracked by Wall St. Rank hold NAMS as of Q1 2026.

Adage Capital Partners held 1,106,631 shares of NewAmsterdam Pharma worth $35.4M as of Q1 2026.
Adage Capital Partners sold 300,000 NewAmsterdam Pharma shares in Q1 2026, an estimated $9.77M.
NewAmsterdam Pharma made up 0.05% of Adage Capital Partners's portfolio in Q1 2026, its #323 holding.
Adage Capital Partners first reported a position in NewAmsterdam Pharma in Q2 2023 and has held it in 12 quarters since.
Adage Capital Partners's NewAmsterdam Pharma position peaked at $73.3M in Q3 2025.
170 funds tracked by Wall St. Rank held NewAmsterdam Pharma as of Q1 2026.

Based on Adage Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.